Moran Wealth Management
WPM icon

Moran Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Moran Wealth Management’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.59M Sell
34,346
-29
-0.1% -$3.84K 0.13% 213
2026
Q2 		$3.86M Sell
34,375
-1,201
-3% -$156K 0.11% 240
2026
Q1 		$4.66M Buy
35,576
+5,617
+19% +$781K 0.14% 206
2025
Q4 		$3.52M Buy
29,959
+4,085
+16% +$437K 0.11% 236
2025
Q3 		$2.89M Sell
25,874
-469
-2% -$45.8K 0.09% 248
2025
Q2 		$2.37M Sell
26,343
-956
-4% -$80.5K 0.07% 271
2025
Q1 		$2.12M Sell
27,299
-1,100
-4% -$73.4K 0.07% 266
2024
Q4 		$1.6M Buy
28,399
+7,991
+39% +$495K 0.05% 264
2024
Q3 		$1.25M Sell
20,408
-1,176
-5% -$69.9K 0.04% 291
2024
Q2 		$1.13M Sell
21,584
-455
-2% -$24.3K 0.04% 283
2024
Q1 		$1.04M Sell
22,039
-2,593
-11% -$117K 0.03% 293
2023
Q4 		$1.22M Buy
24,632
+5,272
+27% +$239K 0.04% 290
2023
Q3 		$785K Buy
19,360
+8,145
+73% +$351K 0.03% 272
2023
Q2 		$485K Buy
+11,215
New +$533K 0.02% 306

Other funds holding WPM

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Moran Wealth Management's WPM Position: Q3 2026 in Review

Moran Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 0.08% in Q3 2026, selling an estimated $3.84K and leaving 34,346 shares worth $4.59M. The position accounts for 0.13% of the portfolio, ranked #213.

Moran Wealth Management first reported a position in WPM in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.66M in Q1 2026. 235 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Moran Wealth Management held 34,346 shares of Wheaton Precious Metals worth $4.59M as of Q3 2026.
  • Moran Wealth Management sold 29 Wheaton Precious Metals shares in Q3 2026, an estimated $3.84K.
  • Wheaton Precious Metals made up 0.13% of Moran Wealth Management's portfolio in Q3 2026, its #213 holding.
  • Moran Wealth Management first reported a position in Wheaton Precious Metals in Q2 2023 and has held it in 14 quarters since.
  • Moran Wealth Management's Wheaton Precious Metals position peaked at $4.66M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.